Unlock Predictable Profits, Smarter Decisions, and Less Stress — With a CFO Who Understands Healthcare

Fractional CFO services designed to simplify complexity, optimize cash flow, and help healthcare practices thrive.

Strategic CFO Advisory

Proactive financial guidance to help you optimize cash flow, plan for growth, and make smarter business decisions with confidence.

We analyze your financials in-depth to uncover hidden profit leaks, improve margins, and ensure steady, predictable cash flow for your practice.

From forecasting and budgeting to KPIs and reporting, we handle the financial complexity so you stay focused on patient care and growth.

Profitability & Cash Flow Mastery

Turnkey Financial Management

Jon Pineiro: Your Fractional CFO

Jon Piñeiro is a licensed tax professional, fractional CFO, and former multi-business owner with more than two decades of experience turning complex financial challenges into clear, profitable strategies for entrepreneurs and owner-led firms.

Having grown and exited his own ventures, Jon understands the pressures high-performing business owners face: volatile cash flow, rising tax exposure, and the constant balance between reinvestment and personal wealth. His advisory model blends rigorous tax intelligence with forward-looking CFO oversight, giving clients a single point of accountability for strategic planning, cash management, and growth finance.

At the core of Jon’s approach is a commitment to client empowerment. He demystifies accounting and tax regulations, equips leadership teams with actionable dashboards, and deploys alternative financing and entity structures that help owners keep more of what they earn, all without adding operational drag.

Clients value Jon for his calm, data-driven counsel and for the tangible results he delivers: stronger margins, reduced tax liabilities, and the confidence to scale or exit on their own terms. Whether guiding a three-million-dollar medical practice through a buy-in transition or optimizing the compensation mix for a fast-growing professional-services firm, Jon’s mission remains the same: elevate financial clarity, protect wealth, and position every client for unparalleled success.

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Testimonials for iCFO Advisor and iTax Services

Our Services Overview

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS)...

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing...

CFO and Business Consulting

As a true business partner, we are available to help you deal with any business problem...

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Contact Us

Get in touch to learn more about our services today.